Users in Workspaces

Separation of access

Users from workspace A can't see data from workspace B. Every user in a workspace has a separate login and password. For example:

Master Account

• Owner: login0/password0
• Employee 1: login1/password1
• Employee 2: login2/password2

Workspace 1

• User 3: login3/password3
• User 4: login4/password4

Workspace 2

• User 5: login5/password5
• User 6: login6/password6

We also support different levels of access. For instance, only the owner of the master account can log in and see data in Workspace 1 or 2.

Create a user

There are two ways to create a user:

1. Directly in the Workspaces UI
2. Through the Invitation UI

Directly in the Workspaces UI

1. Click "Add new sub-account"
2. Simply enter the user's email and password.

Through the Invitation UI

1. Click on the “Sign up page” button.
2. Copy the URL and open it in an incognito browser. A UI for creating a new user will appear.
3. Enter a unique email that you have not used in Conduit before. For multiple Workspaces, use the following template:
   • If your main email is max@getconduit.app, then use:
     • max+1@getconduit.app
     • max+2@getconduit.app
     • max+3@getconduit.app

After successfully creating an account (the Conduit home page will open), close the incognito browser and return to your master account.

Users in Your Team vs. Sub-Accounts in Workspaces

The users you add to Workspace differ from those you add to the master account team.

1. Master Account Team Users:

• Added via the team management UI(https://app.getconduit.app/auth/team/)[https://app.getconduit.app/auth/team/].
• Have access to all master account data sources.

2. Workspace(s) Users:

• Added via the Workspace management UI (https://app.getconduit.app/r/agency/workspaces/).
• Only see data connected to Workspace.
• Cannot invite new users.
• Cannot manage account billing.
• Users invited to Workspace are on the Agency plan.
• They do not have a trial or free plan, nor do they need to activate the product or pay for it

The master account owner fully controls their capabilities and can disable their sub-account or access to data at any time.